Access the client profile
- Select Care Plan from the menu bar
- The Care Plan allows you to enter and track Care Plans and enter Tasks for Staff members to complete during visits.
- To enter a new care plan, select New Care Plan.
- Enter Care Plan details
Field 1 Current Status & Summary: In this area, you can enter the client summary or details
Field 2 Medical History: Select the medical history items from the drop-down. If you cannot find a diagnosis needed, it can be added in the Admin Dashboard. Also, in field 2, you can enter any Disease Control measures or information.
Field 3 Assistive Devices: In this area, you can add devices from the drop-down menu
Upload a Care Plan
If you have a Care Plan outside of eCaring, it can be uploaded to the Client Profile.
- To upload a file, select File
- Select Add File
- Select Document Type, enter Effective and Expire Dates
- Select the file to upload. Select Mark as Completed and Save
Tasks
- The Tasks area of the Care Plan is used to enter the tasks that staff will complete during a visit.
- To add a Task, select Add New
Step 1: Select a task from the drop-down menu. If you cannot find a task needed, please see Service Tasks in the Admin Dashboard to create one.
Step 2: Enter the Service that this task falls into
Step 3: If needed, select Comment Required for Visist Completion. This is chosen only if information is required for this task.
Step 4: Select the Days on which this Task will need to take place
Step 5: Enter in Effective Date
Step 6: Save
- The task is now listed below and appears in the Mobile App for the staff member to complete at the time of the scheduled visit.
Editing a Task
If a task entered needs to be corrected or removed from visits, select on the Blue Pencil Icon in the Action Column.
- If the task was entered in error, select the Inactive radio button.
- If the task is no longer needed, enter an Expiration Date
- Once completed, select Update to save.